Asset and Wealth Preservation/Trust and Estate Planning

Proper and insightful estate planning is essential for the preservation of acquired family wealth. This requires careful consideration of the objectives of the client, the impact of federal and state tax laws on the estate disposition, and the protection of the interests of estate beneficiaries. Our attorneys are thoroughly familiar with the tax and property ownership laws that are implicated in the planning and administration of decedents' estates. We endeavor to minimize the tax consequences to individual estate plans consistent with the overall planning goals of the client. Our attorneys advise the owners of family-owned and other closely-held businesses on business succession issues. Our clients are thoroughly advised on the available tax planning options, including tax elections, disclaimers and other post-mortem strategies. Services rendered to our clients include simple to complex will and trust drafting, durable powers of attorney, living wills, inter vivos (living) trusts, charitable and educational trusts, and family limited partnerships. It is essential that our clients implement an estate plan that achieves their individual goals with the least adverse tax impact possible. The foresight, knowledge and experience of our attorneys ensures that our client's goals are realized.

For more information, contact Spencer G. Nauman, J. Stephen Feinour or Suzanne S. Friday.

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Nauman Smith Shissler & Hall, LLP
200 North 3rd Street, 18th Floor
Harrisburg, PA 17101
717.236.3010
fax: 717.234.1925
info@nssh.com